Associate- FPNA

Role Overview

As a Financial Analyst for Financial Planning & Analysis at Apollo, you will play a crucial role in assisting in the preparation of the annual planning and quarterly forecasting for Athene, as well as supporting the quarterly analysis. Your responsibilities will include financial reporting, cross-team collaboration, financial analysis, and process improvement.

Role Overview: As a Financial Analyst for Financial Planning & Analysis at Apollo, you will play a crucial role in assisting in the preparation of the annual planning and quarterly forecasting for Athene, as well as supporting the quarterly analysis. Your responsibilities will include financial reporting, cross-team collaboration, financial analysis, and process improvement.

Key Responsibilities

• Support the development of plan and forecast documents, including presentation decks.
• Assist in creating quarterly GAAP earnings materials and STAT Cost of Fund (COF) presentations for the executive leadership team.
• Maintain and enhance COF reporting tools for plan/forecast and actual results analysis.
• Collaborate on planning, forecasting, and variance messaging for Athene and Apollos executive leadership team.
• Partner with actuarial functions to conduct relevant analyses, challenging financial plans, and leading indicators to identify improvement opportunities.
• Support the development, execution, and monitoring of corporate strategy through relevant variance and financial analyses.
• Conduct in-depth analysis of targeted line items and specific revenue and expense categories within the COF.
• Propose and lead process improvements in the GAAP/STAT actual process.
• Assist in maintaining and developing assumptions for the plan/forecast process.
• Participate in ad hoc financial analysis projects as needed.

Key Responsibilities:

• Support the development of plan and forecast documents, including presentation decks.
• Assist in creating quarterly GAAP earnings materials and STAT Cost of Fund (COF) presentations for the executive leadership team.
• Maintain and enhance COF reporting tools for plan/forecast and actual results analysis.
• Collaborate on planning, forecasting, and variance messaging for Athene and Apollos executive leadership team.
• Partner with actuarial functions to conduct relevant analyses, challenging financial plans, and leading indicators to identify improvement opportunities.
• Support the development, execution, and monitoring of corporate strategy through relevant variance and financial analyses.
• Conduct in-depth analysis of targeted line items and specific revenue and expense categories within the COF.
• Propose and lead process improvements in the GAAP/STAT actual process.
• Assist in maintaining and developing assumptions for the plan/forecast process.
• Participate in ad hoc financial analysis projects as needed.

Qualifications Required

• Bachelors degree in accounting, Finance, Actuarial, or an equivalent combination of education and experience.
• CPA, CFA, or MBA designation a plus.
• Life and Annuity Insurance experience preferred.
• Analysis experience, emphasis in asset or liability analysis a plus.
• 5 plus years of job-related experience preferred.

Qualifications Required:

• Bachelors degree in accounting, Finance, Actuarial, or an equivalent combination of education and experience.
• CPA, CFA, or MBA designation a plus.
• Life and Annuity Insurance experience preferred.
• Analysis experience, emphasis in asset or liability analysis a plus.
• 5 plus years of job-related experience preferred.